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UnitedHealth
UNH

Overview Fund Activity

954 hedge funds and large institutions have $72.9B invested in UnitedHealth in 2014 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 342 increasing their positions, 395 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
954
Holders Change
+8
Holders Change %
+0.85%
% of All Funds
27.57%
Holding in Top 10
48
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+50%
% of All Funds
1.39%
New
84
Increased
342
Reduced
395
Closed
63
Calls
$447M
Puts
$254M
Net Calls
+$193M
Net Calls Change
+$360M

Top Buyers

1
IIS
Ignis Investment Services
United Kingdom
+$491M
2
LP
Longview Partners
Guernsey
+$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$462M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$416M
5
FMI
Fiduciary Management Inc
Wisconsin
+$395M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$836M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$389M
3
State Street
State Street
Massachusetts
-$181M
4
UBS AM
UBS AM
Illinois
-$178M
5
Boston Partners
Boston Partners
Massachusetts
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
551
Bragg Financial Advisors
North Carolina
$1.62M +$40.6K +495 +3%
OMCS
552
Old Mutual Customised Solutions
South Africa
$1.62M – – –
WTC
553
WhitTier Trust Company
Nevada
$1.62M -$5.33K -65 -0.3%
FAAS
554
First Allied Advisory Services
California
$1.61M +$236K +2,895 +17%
AIP
555
Ameritas Investment Partners
Nebraska
$1.6M -$130K -1,586 -8%
WCM
556
Weik Capital Management
Pennsylvania
$1.6M +$1.97K +24 +0.1%
NC
557
Northpointe Capital
Michigan
$1.6M -$170K -2,075 -10%
BHWM
558
Bar Harbor Wealth Management
New Hampshire
$1.6M -$15.5K -189 -1%
AAM
559
Advisors Asset Management
Colorado
$1.56M -$318K -3,882 -17%
Luther King Capital Management (LKCM)
560
Luther King Capital Management (LKCM)
Texas
$1.55M -$94.1K -1,148 -6%
AF
561
Aldebaran Financial
$1.53M +$170K +2,075 +13%
FC
562
FIC Capital
New York
$1.52M +$760K +9,661 +100%
CI
563
Constellation Investments
Ohio
$1.52M – – –
OC
564
Oppenheimer & Co
New York
$1.52M +$591K +7,206 +64%
CCM
565
Copeland Capital Management
Pennsylvania
$1.5M -$1.4M -17,130 -48%
AIM
566
Acropolis Investment Management
Missouri
$1.49M +$193K +2,350 +15%
TRCT
567
Tower Research Capital (TRC)
New York
$1.48M +$836K +10,201 +130%
MFIMFI
568
Mesirow Financial Investment Management - Fixed Income
Illinois
$1.48M +$401K +4,888 +37%
BCMU
569
BlueCrest Capital Management (UK)
Guernsey
$1.47M +$1.2M +14,604 +443%
TIA
570
Trust Investment Advisors
Indiana
$1.47M -$143K -1,750 -9%
AP
571
Advisor Partners
California
$1.46M +$19K +232 +1%
AF
572
Arrow Financial
New York
$1.44M -$24.2K -295 -2%
IFS
573
Ifrah Financial Services
Arkansas
$1.42M -$26.4K -322 -2%
EWM
574
Elite Wealth Management
Washington
$1.42M +$1.4M +17,081 +6,725%
AWM
575
Altavista Wealth Management
North Carolina
$1.4M -$388K -4,731 -22%
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